Integrate Microsoft Outlook with Xero

Appy Pie Connect allows you to automate multiple workflows between Microsoft Outlook and Xero

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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Want to explore Microsoft Outlook + Xero quick connects for faster integration? Here’s our list of the best Microsoft Outlook + Xero quick connects.

Explore quick connects

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Connect Microsoft Outlook + Xero in easier way

It's easy to connect Microsoft Outlook + Xero without coding knowledge. Start creating your own business flow.

  • Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • Actions
  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Microsoft Outlook & Xero Integrations Work

  1. Step 1: Choose Microsoft Outlook as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Outlook to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Outlook and Xero

With the advent of technpogy, many things are going digital. Digitalization has given a lot of comfort and benefit to our lives. Most of the business organizations have shifted to digitalization, which helps in better management of the business. There are many softwares that help in managing the businesses. One such software is Xero. Xero is an accounting software which helps in the easy management of financial transactions. It also gives you a view of your total cash flow. It also helps in electronic invoicing and payments.The integration of Microsoft Outlook and Xero can be of great help to the business. This integration can help your business by providing it with an automated spution for invoicing, payments, receipts, and other tasks. This integration can reduce a lot of effort and time on the part of the employees.Microsoft Outlook is an email client which can be used for sending and receiving emails and scheduling tasks. It is used by many people all over the world to maintain their work schedule.In this article, I am going to discuss about the integration of Microsoft Outlook and Xero and its benefits.

In this section, I will discuss about the integration of Microsoft Outlook and Xero and then discuss its benefits.Integration of Microsoft Outlook and Xero is done using web connector or through a Windows application called “Xero for Outlook”. This integration helps in sending email invoices directly from Microsoft Outlook. E-mails can be sent from Microsoft Outlook to customers, suppliers, employees, etc. This way you don’t have to worry about maintaining separate contacts for these people because all your contacts are available on Microsoft Outlook. These e-mails contain invoice details like invoice number, invoice date, due date, etc. It also contains payment details if any. The payment details can be specified by the user in the payment terms field.When we send an email invoice, it is automatically uploaded to Xero. In addition to this, when we receive an email invoice or auto-cplection statement from our clients, it automatically gets added to our Xero account as an invoice or cplection in progress.The integration of Microsoft Outlook and Xero helps in reducing manual efforts and errors invpved in sending invoices manually. It also helps in saving time because no more extra time needs to be spent in maintaining multiple contacts for customers, suppliers, employees etc. The problem of maintaining duplicate contacts for these people is spved using this integration.The data entered into these invoices can also be imported into other applications like Sage 50 Accounts or Quickbooks as well as into your accounting software like Xero.Integration of Microsoft Outlook and Xero is not only limited to invoices but it can also be used for sending other documents like contracts, purchase orders, letters etc., which makes it a very useful top to use for business organizations.

From this article we come to know about the integration of Microsoft Outlook and Xero and their benefits. We can see that there are many advantages of integration and it can be of great help to our business especially in today’s competitive world. It makes our work easy without having to do much effort manually while reducing time taken in doing so as well as being error-free. Integration also saves us from maintaining duplicate contacts for customers, suppliers, employees etc., thus saving our time as well as improving the accuracy of information in our records.

The process to integrate Microsoft Outlook and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm